Kerbside

The recommendations provided in this column are taken from various market sources such as brokers, analysts, dealers and investment strategists, etc. These recommendations may not be backed by strong fundamentals. Therefore we advise readers to use their own discretion before investing in these recommendation 

DOSING UP GROWTH 

Glaxosmithkline Pharmaceuticals Ltd.
BSE Code: 500660
CMP: ₹2636.25 

GlaxoSmithKline Pharmaceuticals reported 18 per cent revenue growth in Q3FY25, with all its key segments—general medicine, vaccines and specialty portfolio— growing in double digits. The company’s debt-free status makes it a preferred pick among high-net-worth investors (HNIs) in volatile markets. Nucala, prescribed for severe eosinophilic asthma and single-inhalation triple therapy, is the fastest-growing bronchi inhalation product. Additionally, adult vaccination—led by shingles awareness—is emerging as a new growth driver. Backed by strong fundamentals and a steady growth trajectory, market insiders suggest this pharmaceutical giant is one to watch out for in the coming quarters. 

PACKING IN PROFITS 

TCPL PACKAGING LTD.
BSE Code: 523301
CMP: ₹4414.75 

TCPL Packaging is one of India’s leading producers of sustainable packaging solutions for customers across industries. It has delivered a standout Q3FY25, setting a new record in quarterly performance, with growth in paperboard and flexible packaging fuelling this surge. The company has now signed an exclusive manufacturing deal with Ventit, the innovator behind ventilated pizza box technology. This patented design allows steam to escape while keeping the food warm, ensuring top-quality pizza even during long transit. Industry insiders believe this product could be a goldmine, giving TCPL a unique edge in the packaging space. First movers win big—don’t be the one left watching! 

LOCK AND LOAD FOR GROWTH 

Bharat Electronics Limited
BSE Code: 500049
CMP: ₹264.65 

Bharat Electronics Limited (BEL), a defence PSU under the Ministry of Defence, has long been a key player in India’s defence electronics space. With a robust unexecuted order book of `71,000 crore as of January 1, 2025, this translates to an order book-to-operating income ratio of about 3.5 times based on FY24 revenue. As such, the company enjoys solid revenue visibility over the medium term. Further, the street is abuzz with whispers of a significant order announcement expected by the end of this month, which could further strengthen its growth trajectory. Also, an interim dividend announcement could act as the perfect cherry on top, making BEL an attractive bet for income-seeking investors. 

FORGING A COMEBACK 

Steel Authority of India Limited
BSE Code: 500113
CMP: ₹107.80 

Steel Authority of India Ltd (SAIL), one of India’s largest steelmakers, appears to be forming a strong base after an extended consolidation phase. According to a leading technical analyst, most of the selling pressure in the stock has been absorbed, and recent price action suggests that a firm bottom is in place. While the broader market remains volatile, SAIL’s current structure hints at a potential reversal. If the momentum sustains, the stock could gain strength, delivering a potential 10 per cent upside in the short to medium term. Given the company’s improving technical setup and the absorption of supply, SAIL looks well-positioned for an upward move—making it a solid buy at its current levels.